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Relative Return: Demystifying the use of hedge funds

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Sydney AFSL receives $3.1m penalty

Sydney/AFSL/Markets-Disciplinary-Panel/private-equity/compliance/

A Sydney-based subsidiary of a private equity firm has received an infringement notice for alleged serious failures from the Markets Disciplinary Panel.

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The opportunity for advisers to support booming family offices

financial-advice/Family-office/technology/alternative-investments/high-net-worth/

Financial advisers have a unique opportunity to consult and support the growing family office space as they look to mature and utilise complex investment strategies.

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Advisers debate whether to charge for an initial meeting

financial-advice/fees/elixir-consulting/advice-fees/

Money Management speaks with five advisers on whether or not they charge for their initial meetings, as

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DASH hires new CTO to drive growth

dash/platforms/financial-planning-software/

The financial advice software provider has appointed a new chief technology officer replacing Ted Tsao as the firm enters its next growth stage.

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Gen X drive early adoption of digital advice

digital-advice/financial-advice/Natixis/Natixis-Investment-Managers/roboadvice/

Nearly half of Generation X are turning to digital financial advice for support, Natixis Investment Managers discovers, in combination with a human adviser.

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ASIC obtains interim orders against managed fund

ASIC/federal-court/managed-funds/

ASIC has obtained interim orders from the Federal Court to freeze the assets of a registered managed fund and prevent its former director from leaving Australia.

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Bullish asset allocators retreat from bonds

Bank-of-America/fund-managers/bonds/fixed-income/

The latest Bank of America Global Fund Manager Survey has found investors are the most bullish they have been since November 2021, pivoting away from bonds and into equities.

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The 4 Rs of cyber security

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As AFSLs cite cyber security as their biggest compliance fear, a law firm has shared four steps that listed businesses need to take if they suffer a breach.

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